Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Anesthesia, PSC401(k)

COMMONWEALTH ANESTHESIA, PSC 401(K) PROFIT SHARING PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Commonwealth Anesthesia, PSC reported $53,621 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $32,829 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 181st-largest of 871 plans among Kentucky employers on file, and the 2,329th of 11,911 in health care & social assistance. In 2024, the employer put in $1.77 for every $1.00 employees contributed themselves; active participation has grown from 76 to 94 since 2022.

Plan summary
Net assets, end of year$37,900,033
Participants with balances128
Active participants94
Employer contributions$3,085,884
Employee contributions$1,745,941
Employer contribution per active participant$32,829
Average account balance$296,094
Benefits paid to participants$4,723,607
Plan auditUnmodified (clean) audit opinion
AuditorMONROE SHINE & CO, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$37.9M · 128 accts · $3.1M emplr
2023$37.8M · 107 accts · $2.2M emplr
2022$31.8M · 113 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,795
Investment management$31,826
Total administrative$53,621
The Commonwealth Anesthesia, PSC 401(k) match · 2024
Employer contribution per active participant$32,829
Median for plans this size$2,416
2024$32,829 per active participant
2023$30,293 per active participant
2022$46,725 per active participant

Commonwealth Anesthesia, PSC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$21,795
MERIDIAN WEALTH MANAGEMENT LLC · Consulting · Insurance services$30,997
CHARLES SCHWAB & CO., INC · Securities brokerage$829
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$53,621 · 0.14%
2023$42,407 · 0.12%
2022$56,281 · 0.16%
Same employer
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Dismas Charities, Inc. KY$43.4M · 0.63%
Family Allergy Mso, LLC KY$37.2M · 0.26%
Arrow Dental, PLLC KY$36.0M · 0.41%
Methodist Health, Inc. KY$30.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611164344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.